Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSIGHT WEALTH PARTNERS LLC | COM | 3501 | $369,742 | 2,177 | 0.00 | 2,177 | +Inf | 12-31-2023 | |
CORE WEALTH ADVISORS INC | COM | 3502 | $368,194 | 2,173 | 0.00 | 0.00 | 1,148 | 112.00 | 09-30-2023 |
WHARTON BUSINESS GROUP LLC | COM | Liquidated | $0 | 0 | 0.02 | 0.03 | 0 | 0.00 | 12-31-2023 |
MICHAEL S RYAN INC | COM | 3504 | $379,422 | 2,168 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |